§ 13F · FUND PROFILE
Mill Road Capital Management LLC.
AUM · $203M (13F)Positions · 23Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MG | MISTRAS GROUP INC | 1.93M | $34M | 16.6% | +3% |
| 2 | ALTG | ALTA EQUIPMENT GROUP INC | 4.37M | $28M | 14.0% | ±0% |
| 3 | GO | GROCERY OUTLET HLDG | 2.45M | $24M | 12.1% | +4% |
| 4 | BZH | BEAZER HOMES USA INC | 841K | $24M | 11.7% | ±0% |
| 5 | NVRI | ENVIRI CORP | 695K | $15M | 7.5% | −67% |
| 6 | BWMN | BOWMAN CONSULTING GROUP LTD | 334K | $10M | 4.8% | +59% |
| 7 | NDLSUSD | NOODLES & CO | 587K | $9M | 4.3% | ±0% |
| 8 | LCUT | LIFETIME BRANDS INC | 1.00M | $9M | 4.2% | −6% |
| 9 | BXC | BLUELINX HLDGS INC | 135K | $8M | 4.1% | ±0% |
| 10 | QNST | QUINSTREET INC | 519K | $8M | 3.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MILL SIGNAL
AC read
Mill Road Capital Management LLC is a Other fund managing $203 million in assets. The fund runs a focused portfolio of just 23 positions.
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